Carson Biber (CRD# 7254053) is an Investment Advisor Representative working at Lpl Financial LLC in West Bend, WI and has 1 year of experience in the finance industry.
CRD# 5809177
Osaic Wealth, Inc.
CRD# 2186552
Commonwealth Financial Network
CRD# 2042816
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | West Bend, WI | Mar 2024 - Current | < 1 |
Summit Cu | West Bend, WI | Mar 2024 - Current | < 1 |
Self Employed | Charlotte, NC | Aug 2023 - Feb 2024 | < 1 |
Self Employed | Charlotte, NC | Jul 2023 - Feb 2024 | < 1 |
The Vanguard Group, Inc. | Charlotte, NC | Jun 2022 - Feb 2024 | 1 |
Pinnacle Gi | Rochester Hills, MI | Apr 2022 - Feb 2024 | 1 |
University Of Wisconsin - Madison | Madison, WI | Sep 2019 - May 2022 | 2 |
Sweet Home Wisconsin | Madison, WI | Apr 2021 - Mar 2022 | < 1 |
Charles Schwab | Madison, WI | Jun 2021 - Aug 2021 | < 1 |
Northwestern Mutual | Milwaukee, WI | May 2020 - Jun 2021 | 1 |
The River Club | Mequon, WI | Jan 2019 - Feb 2020 | 1 |
Cedarburg High School | Cedarburg, WI | Sep 2015 - Jun 2019 | 3 |
The Stilt House | Cedarburg, WI | Jan 2016 - Jan 2019 | 3 |
Tomaso's | Cedarburg, WI | Aug 2015 - Jan 2016 | < 1 |
Webster Middle School | Cedarburg, WI | Sep 2012 - Jun 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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